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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 98 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 DV DOUBLEVERIFY HLDGS INC Technology 51,683.0 $491K 0.00% +29K +125.0% $9.50 +0.2%
1942 PCN PIMCO CORPORATE & INCM STRG Financial Services 41,094.0 $489K 0.00% +10K +32.9% $11.90 -1.8%
1943 HUM HUMANA INC Healthcare 2,817.0 $489K 0.00% -4K -58.0% $173.54 +75.0%
1944 LBRX LB PHARMACEUTICALS INC Healthcare 19,815.0 $489K 0.00% -280.0 -1.4% $24.66 +13.5%
1945 WTAI WISDOMTREE TR 17,255.0 $487K 0.00% -1K -7.2% $28.23 +47.3%
1946 ILCV ISHARES TR 4,282.0 $486K 0.00% -2K -31.6% $113.59 -11.2%
1947 PJP INVESCO EXCHANGE TRADED FD T 4,686.0 $486K 0.00% -846.0 -15.3% $103.78 +4.4%
1948 FNV FRANCO NEV CORP Basic Materials 1,961.0 $485K 0.00% -181.0 -8.4% $247.17 -8.6%
1949 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 4,957.0 $484K 0.00% $97.57 +9.8%
1950 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 18,294.0 $482K 0.00% NEW $26.35 -4.5%
1951 IHDG WISDOMTREE TR 9,762.0 $480K 0.00% +179.0 +1.9% $49.16 +3.3%
1952 CAC CAMDEN NATL CORP Financial Services 10,103.0 $479K 0.00% +514.0 +5.4% $47.45 +4.2%
1953 STBA S & T BANCORP INC Financial Services 11,436.0 $478K 0.00% NEW $41.83 +7.5%
1954 SHE SPDR SERIES TRUST 3,742.0 $478K 0.00% +202.0 +5.7% $127.81 +18.0%
1955 NOK NOKIA CORP Technology 55,227.0 $477K 0.00% -16K -22.0% $8.64 +64.0%
1956 NWN NORTHWEST NAT HLDG CO Utilities 8,967.0 $477K 0.00% +448.0 +5.3% $53.23 -6.4%
1957 BRX BRIXMOR PPTY GROUP INC Real Estate 16,519.0 $476K 0.00% -19K -53.7% $28.80 +7.2%
1958 SIGI SELECTIVE INS GROUP INC Financial Services 6,299.0 $475K 0.00% -1K -14.3% $75.39 +18.3%
1959 UMC UNITED MICROELECTRONICS CORP Technology 45,546.0 $474K 0.00% +3K +7.5% $10.40 +68.8%
1960 CAIE CALAMOS ETF TR 18,834.0 $473K 0.00% +334.0 +1.8% $25.14 +9.2%
Page 98 of 133  ·  2,644 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%